The opinions voiced in these recordings are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
Trustees of family trusts, charitable trusts, endowments, and foundations have an elevated level of duty in managing their entity’s investments. That’s why these clients receive a higher level of due diligence and documentation when working with White Pine Wealth. We have experience working with some of the most well respected nonprofit organizations in North Idaho. Additionally, families that are utilizing a trust to ensure longevity of their assets will receive skilled care in assisting trustees.
Acting as a caretaker of a trust or nonprofit’s long term assets is a burden. Our clients in this position are able to offload a significant amount of that burden to our team and help them ensure they are taking steps that are prudent and in line with regulatory compliance. Whether it’s documenting your effective money management activities, projecting the longevity of your entity’s assets, or planning for long term cash flow, we are here to help.
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